Forum Discussion

SydTrain1's avatar
4 years ago

Trouble Importing General Journals

Hello,   We have just moved over to the new Account Right (been using one from 2005!), but our CSV document hasn't been able to be imported.   For some reason the tax codes and account numbers ar...
  • Komal_S's avatar
    4 years ago

    Hi SydTrain1 


    Welcome to the Community Forum!!


    The issues might be related to the formatting of the import file that you've attached as it has some field values entered incorrectly. As an example, the value in the GST/BAS  reporting field should be either S, P, or left blank and your file has "X" in that column. This help article has the explanation for every field in the General Journal import:  Import and export fields.

     

    I've also attached a sample import file for your reference that works in the latest version, can you please copy your import data in that and confirm if you're still getting the same issues.